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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,145 | $202,463-71.8% | $169,397-66.3% | $139,487-59.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 17.61% | 532.64%-515.0pp | 406.23%-388.6pp | 373.84%-356.2pp |
| Employer contribution / active EE | $2,997 | $4,694-36.1% | $4,013-25.3% | $4,755-37.0% |
| Participant deferral / active EE | $16,704 | $6,941+140.7% | $6,223+168.4% | $6,713+148.8% |
| Admin fee / account holder | $1,003 | $10,726-90.7% | $9,017-88.9% | $11,407-91.2% |